Post Image for Economic Update: Rotation, Recovery and a More Nuanced Policy Landscape

Economic Update: Rotation, Recovery and a More Nuanced Policy Landscape

Recent market moves have been far more about rotation than deterioration. The ASX 200 has… Read More

Post Image for Inflation, Private Credit, and Key U.S. Developments

Inflation, Private Credit, and Key U.S. Developments

On Melbourne Cup Day, while everyone else was busy placing bets, the market sat this… Read More

Post Image for Markets in Transition: Shifting Cycles, AI & Familiar Uncertainty

Markets in Transition: Shifting Cycles, AI & Familiar Uncertainty

We’re in the final stretch of 2025, and it’s not leaving quietly. The year has… Read More

Post Image for U.S. Economy: A Puzzle Without a Picture

U.S. Economy: A Puzzle Without a Picture

The economy today looks less like a finely tuned machine and more like a thousand-piece… Read More

Post Image for Economic Update - All Time High, Real-Time Risks

Economic Update – All Time High, Real-Time Risks

June unfolded as a pivotal month for global markets, delivering a full slate of macroeconomic… Read More

Post Image for Economic and Markets Update - April 2025

Economic and Markets Update – April 2025

Stagflation: The year has begun with significant economic and political developments: Trump’s second term, rising… Read More

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